Financial Planning
July 2024 Market Update
In this July market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead. Key Takeaways: We hope you find this video educational and informative. If you have any questions, please contact your Merit Financial Advisor. Stay Connected. Stay Informed. Follow us on social media…
Read MoreJune 2024 Market Update
In this June market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead. Key Takeaways: We hope you find this video educational and informative. If you have any questions, please contact your Merit Financial Advisor. Stay Connected. Stay Informed. Follow us on social media…
Read MoreMay 2024 Market Update
In this May market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead. Key Takeaways: We hope you find this video educational and informative. If you have any questions, please contact your Merit Financial Advisor. Stay Connected. Stay Informed. Follow us on social media…
Read MoreYour Financial Advisor Kindly Requests Your Imagination
By Joe Cilley, CFP® Vice President of Financial Planning, Partner, Merit Financial Advisors Today, information is ubiquitous. We don’t have to wonder about anything for too long with a search engine in our pocket; indeed, the average American checks their phone 144 times per day. Yet, we often fail to realize that wisdom is at…
Read MoreTwo Conversation Starters to Spring Clean Your Investment Strategy
By Brian Andrew, Chief Investment Officer, Merit Financial Advisors If the arrival of Spring has you longing to clean up more than just your house, you’re in good company. While life events like the purchase of a home, marriage, or birth of a child are natural triggers to reassess your financial picture, only 35% of…
Read MoreApril 2024 Market Update
In this April market update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead. Key Takeaways: We hope you find this video educational and informative. If you have any questions, please contact your Merit Financial Advisor. Stay Connected. Stay Informed. Follow us on social media to…
Read More6 Daily Cybersecurity Practices to Protect You and Your Financial Well-Being
Cybersecurity opens a world full of threats to your financial accounts if left unprotected. One million passwords are stolen each week, and someone’s identity is stolen every 22 seconds. It might seem daunting, especially with the rise in sophisticated scams targeting soon-to-be retirees and post-retirees. However, integrating simple, daily cybersecurity practices into your routine, with…
Read MoreFinancial Planning for Business Owners: 3 Critical Tips
By Joshua and Zachary Mersberger, Regional Directors, Merit Financial Advisors The entrepreneurial world continues to grow; indeed, recent statistics show there are 31 million entrepreneurs in the United States, or 16 percent of the adult workforce. While the ability to pursue your passion, break free from the traditional confines of the modern workplace, or just…
Read MoreMerit Financial Advisors Partners with Access Investment Advisors to Expand Presence in Wisconsin
ATLANTA —[March 27, 2024] — Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced today it has acquired Access Investment Advisors (“AIA”). The firm, based in Manitowoc, WI, will expand Merit’s existing presence in the…
Read MoreMarch 2024 Market Update
In this March Market Update, our Chief Investment Officer, Brian Andrew, CFA®, examines the latest market trends and discusses their implications for the month ahead. Key Takeaways: We hope you find this video educational and informative. If you have any questions, please contact your Merit Financial Advisor.   Stay Connected. Stay Informed. Follow us on…
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